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Set Up Home Dashboard - Agent

Configure your home dashboard

Updated over 2 months ago

Set Up You Home Dashboard- Agent

1. Navigate to app.getincontract.com

2. Your home screen is customizable by using the "Configure" button. You can choose to have all the widgets selected, or pick and choose.

3. Here you can choose what widgets you would like to see on your home dashboard.

4. The first widget you see is your transaction carousel which shows you all the transactions you are working on. Use the arrows to sort through them.

5. The next two widget are "Latest Transactions" and "My Dates and Deadlines".
Latest transactions is another view of the transactions you are working on, use the "Status" button to sort through your transactions. My dates and deadlines is a list view of all your upcoming dates, you can use the checkboxes to mark them as complete. You can click on the 3 dots to see Today's Tomorrow's and Upcoming deadlines in that order.

6. The last widget is "My Calendar". This will give you a calendar view of all of your dates and deadlines. If you hover over a date it will tell you which address it's associated with. Click on any date and it will ta

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